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Munitions Restocking

Munitions restocking covers the artillery, missiles, and propellant being replaced after inventories were drawn down faster than they could be built. Capacity expansion here is slow and capital intensive.

11 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
651	WB Webster Bank Waterbury, Connecticut	$7.79M	-$134K	3	1.07%	Reduced
652	Donaldson Capital Management Evansville, Indiana	$7.79M	+$523K	2	0.76%	Increased
653	PP Palladium Partners Norfolk, Virginia	$7.77M	-$194K	3	0.56%	Reduced
654	CA Cornerstone Advisors Asheville, North Carolina	$7.76M	$0	2	0.88%	Maintained
655	SCM SKBA Capital Management San Francisco, California	$7.69M	-$335K	1	1.07%	Reduced
656	Bridges Investment Management Omaha, Nebraska	$7.69M	+$398K	2	0.62%	Increased
657	MMG Monetary Management Group St Louis, Missouri	$7.67M	+$1.92M	4	3.09%	Increased
658	WSCM Wellington Shields Capital Management New York	$7.66M	+$157K	3	1.19%	Increased
659	CCC Chelsea Counsel Company Los Angeles, California	$7.65M	+$433K	3	4.09%	Increased
660	UMB Bank Kansas City, Missouri	$7.63M	+$18.6K	1	0.25%	Increased
661	WC Whitney & Co Rochester, New York	$7.6M	+$22.2K	2	2.2%	Increased
662	FNFDCM Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$7.59M	-$7.97K	1	1.06%	Reduced
663	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$7.59M	+$414K	2	0.58%	Increased
664	Pacer Advisors Malvern, Pennsylvania	$7.59M	+$1.78M	5	0.53%	Increased
665	RSVP Ramsay Stattman Vela & Price Colorado Springs, Colorado	$7.56M	-$62.1K	1	2.99%	Reduced
666	Bragg Financial Advisors Charlotte, North Carolina	$7.51M	+$173K	1	1.08%	Increased
667	Ameritas Investment Partners Lincoln, Nebraska	$7.5M	-$160K	8	0.34%	Reduced
668	Stephens Inc Little Rock, Arkansas	$7.5M	+$595K	3	0.28%	Increased
669	PC Port Capital Chicago, Illinois	$7.48M	+$7.57M	2	1.06%	New
670	SCM Stevens Capital Management Radnor, Pennsylvania	$7.48M	+$7.44M	2	0.29%	New
671	MassMutual Private Wealth & Trust Windsor, Connecticut	$7.47M	-$25.5K	3	0.62%	Reduced
672	OCM Olstein Capital Management Purchase, New York	$7.46M	-$121K	1	0.95%	Reduced
673	Snyder Capital Management San Francisco, California	$7.44M	+$8.16M	1	0.37%	New
674	DAM Delta Asset Management Memphis, Tennessee	$7.39M	+$90.8K	3	1.04%	Increased
675	WA WESPAC Advisors Orinda, California	$7.38M	-$3.5M	3	6.85%	Reduced